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Vanguard S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Passive Capital Management
Maryland
$407K
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$406K +$17.9K +177 +5%
CFGA
78
Cambridge Financial Group (Arizona)
Arizona
$392K +$141K +1,396 +53%
HPC
79
Hobart Private Capital
North Carolina
$379K -$2.63K -26 -0.7%
VA
80
Valmark Advisers
Ohio
$376K -$20.5K -203 -5%
W
81
Wealthquest
Ohio
$357K +$356K +3,530 New
ANTB
82
AMG National Trust Bank
Colorado
$352K
GT
83
Glenview Trust
Kentucky
$327K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$318K +$59K +584 +23%
IWM
85
IHT Wealth Management
Illinois
$317K +$5.65K +56 +2%
SWM
86
Spire Wealth Management
Virginia
$315K
CFG
87
Citizens Financial Group
Rhode Island
$311K +$5.45K +54 +2%
RA
88
Rise Advisors
New York
$307K +$307K +3,042 New
USCWA
89
U.S. Capital Wealth Advisors
Texas
$301K
I2I
90
Insight 2811 Inc
Illinois
$298K +$5.55K +55 +2%
PFM
91
Phillips Financial Management
Indiana
$289K
W
92
WealthCollab
Washington
$284K
IA
93
IFG Advisors
Missouri
$280K
VA
94
Veratis Advisors
North Carolina
$279K +$259K +2,561 New
SG
95
StoneX Group
New York
$275K -$58.6K -580 -18%
TW
96
TritonPoint Wealth
Maryland
$262K
NA
97
NewEdge Advisors
Louisiana
$256K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$255K +$39.3K +389 +18%
William Blair & Company
99
William Blair & Company
Illinois
$254K +$24.4K +242 +11%
KFGK
100
Keystone Financial Group (Kentucky)
Kentucky
$252K +$808 +8 +0.3%